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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Develop deals by using intelligent opportunity research | 25-30% | - Optimize opportunity management workflows - Use AI for opportunity research and insights - Deploy and configure Sales Close Agent - Configure forecasting and goal management |
| Topic 2: Extend and enhance sales solutions with AI | 10-15% | - Monitor and optimize AI performance - Deploy and manage AI agents - Implement collaboration features - Configure reporting and visualization |
| Topic 3: Configure Dynamics 365 Sales core features for AI | 15-20% | - Design and configure sales data model - Integrate Microsoft Power Platform components - Configure security and access for AI features - Set up core sales entities and relationships |
| Topic 4: Qualify and prioritize leads by using AI | 15-20% | - Automate lead routing and prioritization - Implement Sales Qualification Agent - Fine-tune predictive lead scoring models - Configure lead qualification processes |
| Topic 5: Optimize AI-driven sales workflows and insights | 20-25% | - Implement predictive scoring and relationship intelligence - Configure Copilot for Sales - Configure Sales accelerator and work distribution - Set up conversational intelligence |
Question 1
Drag and Drop Question
A company uses the Sales Close Agent to assist sellers during the closing phase of opportunities.
The Sales Close Agent must meet the following requirements:
- Recommend targeted action for disengaged deals.
- Generate insights from CRM records, emails, meetings, and web
research into a unified deal view.
- Ensure customer interactions are compliant with company policies.
You need to identify the agent mode for each requirement.
Which agent mode should you recommend? To answer, move the appropriate requirements to the correct agent modes. You may use each agent mode once, more than once, or not at all. You may need to move the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.
Question 2
You manage Dynamics 365 Sales.
The sales managers want to confirm that the Sales Close Agent generates insights that help progress deals. When monitoring the Sales Close Agent, you observe that some engagements are failing.
You need to determine how the Sales Close Agent handles engagement failures.
How should you expect the agent to behave when an error occurs?
A. Retries indefinitely every few minutes until successful.
B. Stops retrying for that record unless an administrator uses Apply changes in the agent settings to reprocess already-handled records.
C. Retries once after 24 hours. If it fails again, the record is immediately marked Completed to prevent duplicate processing.
D. Retries up to three times within the next hour. If those attempts fail, the system retries over the next three days. If the agent continues to fail, it is marked as a failure.
Question 3
Drag and Drop Question
You are implementing a sales automation solution for a company.
The sales team wants to automate actions when new leads are created or when opportunities reach specific milestones. The company plans to use Power Automate to automate these actions.
The automation must meet the following requirements:
- Automatically notify a manager when a high-value opportunity is
created.
- Validate the products with an external ERP system every Sunday.
- Display a guided lead qualification interface on the lead form.
- Update an external ERP system when an opportunity is won.
You need to identify which automation type to use for each requirement.
Which automation type should you use? To answer, move the appropriate automation types to the correct requirements. You may use each automation type once, more than once, or not at all.
You may need to move the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.
Question 4
You are implementing an agent in Dynamics 365 Sales for a company.
The customer runs weekly webinars that generate thousands of inbound leads.
The sales team needs to automate the first part of qualification but transfer promising leads to sellers.
The marketing team needs to analyze lead information and determine qualification possibility.
However, all outreach to prospects must be managed by human sellers due to compliance requirements.
You have the following requirements for the agent:
- The agent must research inbound leads and if they match the target
customer profile.
- The agent must evaluate Budget, Authority, Need, and Timeline during
early engagement before transferring to sellers.
- The agent must send the initial outreach email automatically, manage
responses, and detect positive intent.
- The leads that do NOT match the target customer profile should be
disqualified automatically, and sales supervisors should be notified.
- The qualified and positive intent leads should be transferred to
sellers.
You need to determine which configuration should be used.
Which agent and mode should you use?
A. Sales Qualification Agent in Research-only mode.
B. Sales Close Agent in Engage mode.
C. Sales Qualification Agent in Research-only mode and seller assignment rules.
D. Sales Qualification Agent in Research and engage mode.
Question 5
A seller asks Copilot to prepare for an upcoming customer meeting. The customer has multiple open opportunities, recent emails, and support cases. What should Copilot primarily generate?
A. A commission calculation
B. A meeting preparation summary
C. A forecast approval request
D. A duplicate account report
Solutions:
| Question 1 Answer: Only visible for members | Question 2 Answer: D | Question 3 Answer: Only visible for members | Question 4 Answer: D | Question 5 Answer: B |
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